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Atria Investments’s loanDepot LDI Stock Holding History

Atria Investments’s Portfolio LDI Stock Details LDI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-13,938
Closed -$19.8K – 2215
2026
Q1 		$19.8K Sell
13,938
-6,475
-32% -$13.3K ﹤0.01% 2028
2025
Q4 		$42.3K Sell
20,413
-410
-2% -$1.14K ﹤0.01% 2016
2025
Q3 		$63.9K Sell
20,823
-2,097
-9% -$4.84K ﹤0.01% 1999
2025
Q2 		$29.1K Sell
22,920
-4,802
-17% -$5.87K ﹤0.01% 1980
2025
Q1 		$33K Sell
27,722
-591
-2% -$957 ﹤0.01% 1886
2024
Q4 		$57.8K Buy
28,313
+6,397
+29% +$14.3K ﹤0.01% 1839
2024
Q3 		$59.8K Buy
21,916
+6,372
+41% +$15.1K ﹤0.01% 1885
2024
Q2 		$25.6K Buy
+15,544
New +$33.2K ﹤0.01% 1900

Other funds holding LDI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
KAM
Knightsbridge Asset Management Newport Beach, California $762M AUM 59.13% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

Atria Investments's LDI Position: Q2 2026 in Review

Atria Investments sold out of loanDepot (LDI) in Q2 2026, closing a stake of 13,938 shares — an estimated $19.8K sold.

Atria Investments first reported a position in LDI in Q2 2024 and held it in 8 quarters. The position peaked at $63.9K in Q3 2025. 130 funds tracked by Wall St. Rank hold LDI as of Q2 2026.

  • Atria Investments reported no remaining loanDepot position as of Q2 2026 after selling out during the quarter.
  • Atria Investments sold 13,938 loanDepot shares in Q2 2026, an estimated $19.8K.
  • Atria Investments first reported a position in loanDepot in Q2 2024 and held it in 8 quarters.
  • Atria Investments's loanDepot position peaked at $63.9K in Q3 2025.
  • 130 funds tracked by Wall St. Rank held loanDepot as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.